Practice Management

Retirement Coaching Conference

Tips on using social media, communication with women clients and using equities as hedge against inflation were among the topics discussed at Retirement Coaching Conference for Financial Advisors, held in Toronto, on April 3.

In this Special Feature

  • Protecting family businesses and boomer clients

    Tom Deans, author of "Every Family's Business," discusses the grim facts that only one third of family businesses will transition to the second generation and only ten percent to the third generation, data that impacts retiring boomers. He suggests advisors should start a conversation with clients about the future of their businesses and how to protect their wealth. Deans spoke at the Retirement...

    Financial Planning
  • Boomers need a new strategy: Brandes

    Conventional wisdom is to increase fixed income allocations with age. However, Robert Schmidt, manager of the Brandes Institute, says that carefully chosen equities deliver better returns for healthy and wealthy boomers than the traditional Rule-of-Thumb (ROT) fixed income allocation strategy. Schmidt spoke at the RCC in Toronto.

    Research
  • Choose LinkedIn settings wisely, advisors told

    Settings control what people see and how often they see it

    Sales & Marketing
  • Equities as an inflation hedge

    James Dutkiewicz of Sentry Investments explains when this strategy works best

    Research
  • Three tips for connecting with women clients

    Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.

    Strategies
  • Use social media to increase client retention and prospects

    Tom Reimer, co-founder and managing partner, Accretive Advisors, explains why advisors should embrace social media. He says advisors who don’t use social media risk losing clients to advisors who do use it. Reimer spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.

    Sales & Marketing